Contracts

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This function has the ability to handle thousands of machines that are under standard or time and materials contracts, driving billing and service history.

 

Each contract is allocated a unique Contract ID. This can be your existing contract number or automatically generated. Details regarding the machine include:

▪Customer for billing

▪Site/location details

▪Site contact

▪Default technician

▪Service levels (2 hours response, etc.)

▪Contract type

▪Active jobs related to this machine

▪Historical jobs related to this machine

▪Meter setup

▪Meter count history

▪Related tasks (to do, scheduled onsites, reviews, etc.)

▪Related watchouts and warnings

▪Email/Comments grid

 

Further information

Enable Contracts

General Ledger

Stock GL Groups

Job Types

Groups

Meter Billing Stock

Add Meter Stock

Managed Print Services

MPS Finance

Contract Setups

Price Levels and Price Templates

Macros

Items

Templates

Jim2 API Service Integrations

Assets

Billing

Invoicing

Consumables

Contract Reports